Since its inception in 2003 by founder Mike Shastri, Shastri Advisors has been actively participating in various financial markets to understand and align needs of financial institutions in today's global economies. The long-term objective is to provide high quality financial advisory service to individuals and instituions while following the code of ethics and maintaining professionalism and become the de-facto standard among the research and financial consultancy companies. Shastri Advisors focuses primarily on US, Indian and rest of the BRIC markets, while providing consulting services in other economies.

Prior to starting in financial advisory area, investment banking boutique was opened with one goal and that was to provide best and most valuable advice to our clients, while preserving the code and standards of ethics. We strive to provide best service to our clients and direct them in all their investments whether it be single project analysis, new market research or overall company valuation. We have highest qualified investment professionals on board, who posses proved educational background and professional experience. We believe that our clients are benefited mostly by our bankers who have striven throughout their educational life to be top rankers. One of the primary goals of Shastri Advisors is to globalize market and economies and make them very much transaction and resource efficient. The investment banking boutique is separated in four business divisions:

  • Asset and Private Wealth Management

  • Investment Banking and Underwriting

  • Research and Consultancy

  • Cross Border Solutions

At Shastri Advisors ethics plays a big role. All of our transactions and advices are driven and checked with our set of adopted ethical standards. We have adopted the code of ethics instituted by the CFA Institute, which prescribes the following items:

  • Act with Integrity, competence, diligence, respect and in ethical manner when dealing with clients, prospective clients, employers, colleagues.
  • Place the integrity of investment profession and the interest of their clients above their own personal interests.
  • Use reasonable care and exercise independent judgment when doing investment analysis, making investment recommendations, taking investment actions and engaging in other professional activities.
  • Practice and encourage others to practice in a professional and ethical manner that will reflect credit upon themselves and their profession.
  • Maintain and improve their professional competence and strive to do same for others.

Please visit CFA Institute's website at www.cfainstitute.org for more information.

Use this form to contact us for more information about our services and to discuss your specific requirements.


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